Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,752 | $109,359-69.1% | $162,171-79.2% | $72,983-53.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 2.21% | 25.46%-23.2pp | 115.60%-113.4pp | 81.01%-78.8pp |
| Employer contribution / active EE | $1,273 | $3,907-67.4% | $5,613-77.3% | $2,440-47.8% |
| Participant deferral / active EE | $1,111 | $5,481-79.7% | $7,297-84.8% | $3,608-69.2% |
| Admin fee / account holder | $2,233 | $7,972-72.0% | $10,843-79.4% | $5,124-56.4% |